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The piece frames in-house AI compute efforts and sector-wide AI spend caution as headwinds for external-component demand, which could pressure TE’s sales and multiples in the near term.
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TE Connectivity fell in today’s session as AI hardware demand uncertainty weighs on tech suppliers. The DeepSeek development highlights a possible shift toward in-house AI compute, potentially softening external semiconductor demand and affecting TE’s customers. The article underscores a cautious near-term backdrop for TE until AI capex trends and supply-chain dynamics become clearer.
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